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Disclosery

Simplicity Solutions, LLC: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Solutions, LLC on VZ, newest first. How the timeline and the estimate are built.

Simplicity Solutions, LLC held 113,829 VZ shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 113,829 shares
    Change vs previous 13F +15,119 shares

    0.12% of the 13F portfolio, value $4,291,348.

    13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 98,710 shares
    Change vs previous 13F -32,238 shares

    0.1% of the 13F portfolio, value $3,199,214.

    13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 130,948 shares
    Change vs previous 13F -34,177 shares

    0.13% of the 13F portfolio, value $4,869,968.

    13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 165,125 shares
    Change vs previous 13F +131,736 shares

    0.17% of the 13F portfolio, value $6,421,742.

    13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 33,389 shares
    Change vs previous 13F -11,169 shares

    0.18% of the 13F portfolio, value $1,315,544.

    13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 44,558 shares
    Change vs previous 13F +14,081 shares

    0.25% of the 13F portfolio, value $1,692,000.

    13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 30,477 shares
    Change vs previous 13F -1,245 shares

    0.2% of the 13F portfolio, value $1,546,000.

    13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 31,722 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,616,000.

    13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).